Senior Budget & Management Analyst

J  o  b    D  e  s  c  r  i  p  t  i  o  n

Job Information

Title:

Senior Budget & Management Analyst

Market Range:

MR20

Approved Date:

5/28/2024 12:33:26 PM

FLSA:

Exempt

EEO Code:

PROFESSIONALS

Career Level:

P3

Career Level Description:

Professional Level 3

Job Code:

100657

Job Family:

Fiscal and Business Management

Sub Family:

Budget Management

Primary Purpose

Provides budget and management consulting and analysis to County Departments and partner agencies in support of developing and managing the County Manager's budget. Assists developing the annual operating and capital budgets, often with responsibility for significant components of the budget. Monitors actual expenditures and revenues compared with budgets through the fiscal year. Performs complex budgetary, financial and operational analyses with limited technical guidance and considering far reaching impacts throughout the County. Evaluates, develops, and upholds County policies.

Supports financial decision making by monitoring deadlines; collecting, summarizing, and consolidating data; allocating variances; analyzing and interpreting data; making comparative analyses; explaining data and assumptions; researching and correcting variance problems; assembling and analyzing historical financial data; explaining data and assumptions.

Performs complex analysis of goals, objectives, and needs of the general operating and political environment while exercising a high level of professional judgement. Evaluates current operations and makes recommendations countywide for improvements in operations, management, and budget. Participates in business planning.

•

Conducts non-routine, complex data analysis and research on budget, performance, and policy issues to propose financial and policy recommendations. Analyzes and reviews requests in light of current fiscal and political realities, while recognizing interconnections and County trends. Provides recommendations to the County Manager on the validity of Departmental requests. Prepares the Manager’s recommended operating and capital budget for presentation. Recommends and may implement innovative solutions or options for proceeding.

1

20%

•

Prepares and is responsible for highly visible written communications and presentations to others that effectively, concisely, and accurately describe budgetary issues, problems, analyses, solutions, conclusions, and recommendations. Presents information in a way that facilitates decision making and considers interconnected issues.

2

20%

•

Researches, gathers, and assembles disparate information from a variety of sources into usable formats with limited technical guidance. Collects and reviews wholistic historical data to develop short and long range forecasts to related expenditures and revenues. Reviews data to analyze trends affecting financial, programmatic, and personnel needs, and may review the analytical work of others to ensure accuracy and quality. Synthesizes large sets of data and determines high level key messages and gaps. Uses significant professional judgement to presents findings effectively to management.

3

20%

•

Collaborates with departments on business plan development, budget request development, and budget request entry. Supports business case development.

4

25%

•

Assists Departments in their improvement efforts by providing analytical support in the areas of finance, processes, and communications. Fosters initiatives that involve changing current business practices. Offers critical feedback to ensure viability of proposed initiatives. Provides advice and technical assistance.

5

10%

•

Assists the County Manager’s Office, the Board of Commissioners, and/or other Departments with special projects which could include but not limited to procurement review, public relations, special studies, and developing customized and high quality solutions to specific problems.

6

5%

Position(s) may perform other duties in addition to the above as assigned by management.

*IMPORTANT* In the event of an emergency, as determined by the County Manager or designee, participation in preparedness and response operations should be expected. Employee may be required to fill a temporary assignment in a role different from standard duties, work hours and/or work location in preparation for, during and after the emergency. Employee may also be required to participate in relevant exercises and regular preparedness training.

Career Level Dimensions

Career Level:

P3

Career Level Description:

Professional Level 3

•

Plans and manages projects that have significant impact on Work Group and Division results OR works as a technical expert within a Medical or Scientific Discipline.

•

Shares insights and analyses that inform new processes, and/or operational plans.

•

Responsible for making improvements in processes, systems, or standards to enhance performance of the Work Group.

•

Works to influence parties within and outside of the Work Group and Division regarding projects and procedures.

•

May be responsible for providing guidance, coaching and training to other employees within the Work Group.

•

Requires advanced knowledge of the Work Group and Division typically obtained through advanced education combined with experience. May have practical knowledge of project management.

•

Within Medical or Scientific Disciplines, typically requires a doctoral degree.

Qualifications

•

Bachelor's degree

•

Four years of experience in public policy or other relevant professional/analytical work

•

Equivalent education and experience are accepted

•

Master's Degree

Master's of Public Administration

Or

•

Master's Degree

Master's of Public Policy

•

North Carolina Budget & Evaluation Officer Certification

Upon Hire

•

Excellent oral and written communication skills to be able to effectively communicate with individuals at all organizational levels. 

•

Detail oriented with strong analytical and problem-solving skills.

•

Strong interpersonal skills for effective interaction with business partners and building relationships with various business units. 

•

Logic and reasoning ability to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

•

Ability to read literature, books, reviews, scientific or technical journals, abstracts, financial reports, and/or legal documents.

•

Ability to apply fundamental concepts of theories, work with advanced mathematical operations methods, and functions of real and complex variables. 

•

Ability to write memos, speeches, manuals, or critiques. 

•

Ability to provide the occasional direction of helpers, assistants, seasonal employees, interns, volunteers or temporary employees.

An individual must be able to perform each essential duty satisfactorily to perform this job successfully. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

Innovation

Applies original thinking in approach to job responsibilities and to improve processes, methods, systems, or services.

Initiative

Does more than is required or expected in the job; does things that no one has requested that will improve or enhance products and services, avoid problems, or develop entrepreneurial opportunities. Plans ahead for upcoming problems or opportunities and takes appropriate action.

Problem Solving

Builds a logical approach to address problems or opportunities or manage the situation at hand by drawing on one's knowledge and experience base, and calling on other references and resources as necessary.

Project or Program Management

Structures and directs others’ work on projects or programs.

Quality Assurance

Produces results or provides service that meets or exceeds organizational standards. May audit the work of others to ensure quality standards are met.

Organizational Understanding

Understands agendas and perspectives of others, recognizing and effectively balancing the interests and needs of one's own group with those of the broader organization.

Integrity

Act with honesty, transparency and respect in our interactions with co-workers and those we serve. Adhere, without exception, to laws, policies, procedures and professional standards.

Accountability

Establish high-quality standards for work. Add value. Measure results and hold self and others accountable for making progress toward desired outcomes. Take a logical and data-driven approach to decision-making.

Diversity

Believe that different backgrounds and experiences strengthen the organization and produce better results. Value inclusion across race, gender, age, religion, identity and experience, and strive to reflect in our workforce the diversity of our community.

Collaboration

Foster a work culture in which different ideas and opinions are encouraged and expected. Listen carefully and speak thoughtfully. Work together toward shared goals with mutual respect and cooperation.

Continuous Improvement

Continuously improve work processes and products. Provide a safe environment to be innovative and creative and try new things. When things don't go as planned, use it as an opportunity to learn, regroup and begin again. Provide time and resources for individuals to grow and develop both personally and professionally.

Wellness

Take proactive steps to be physically fit and healthy, emotionally strong, financially secure and socially fulfilled, while inspiring and empowering others to do the same.

Service Orientation

Commit to making a difference within the community. Actively engage in and enjoy our work. Deliver services that exceed expectations, with courtesy, politeness and sensitivity to the experiences, concerns and feelings of all co-workers and customers.

ADA Checklist

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Standard ADA Selection:

Office Environment

Standing

X

Walking

X

Sitting

X

Lifting/Carrying 0-10 pounds

X

Lifting/Carrying 10-20 pounds

X

Lifting/Carrying 20-50 pounds

X

Lifting/Carrying 50-100 pounds

X

Pushing

X

Pulling

X

Climbing

X

Balancing

X

Stooping

X

Kneeling

X

Crouching

X

Crawling

X

Reaching

X

Handling

X

Grasping

X

Fingering

X

Feeling

X

Talking

X

Hearing

X

Visual Perception

X

Repetitive Motions

X

Eye/Hand/Foot Coordination

X

Memorization/Concentration

X

Learning/Knowledge Retention

X

Preparing/Analyzing Numerical Figures

X

Use of Interfaced Commmunication Devices (Phone, Computer, Radio etc.)

X

Analyzing/Examining/Testing Data

X

Emotional/Behavioral Self-Regulation

X

Interacting with Others

X

Comprehension

X

Organization

X

Decision Making

X

Comprehension

Understand complex problems and collaborate to explore alternative solutions

Organization

Organize and prioritize the work schedules of others to manage multiple tasks and/or projects

Decision Making

Make decisions that have significant impact on a department's credibility, operations and/or services

Communication

Communicate in-depth information for the purpose of interpreting and/or negotiating

Extreme cold

X

Extreme heat

X

Humid

X

Wet

X

Noise

X

Hazards

X

Temperature Change

X

Atmospheric Conditions

X

Vibration

X

Computers/Monitors

X